Insights by Author: BPW

Forbes Names Eileen Sheridan 2025 Best in State CPAs

August 13, 2025

Bartlett, Pringle & Wolf, LLP proudly announces that Managing Partner Eileen Sheridan has been named to Forbes’ 2025 Best-in-State CPAs list, recognizing her exceptional expertise, innovation, and dedication to client success. Selected through a rigorous national vetting process, Sheridan’s leadership in estate, trust, and charitable tax planning, combined with her commitment to mentorship and community service, reflects the firm’s mission to deliver excellence and drive long-term financial success for clients across Santa Barbara and the Central Coast.

Read this Insight...

Strategic Tax Planning: How the OBBBA Influences Future Business Decisions

August 6, 2025

The One Big Beautiful Bill Act (OBBBA) of 2025 marks the largest U.S. tax overhaul since 2017, introducing significant changes for individuals and businesses. Discover how this legislation impacts SALT deductions, R&E expenses, bonus depreciation, and international tax rules, and learn how proactive planning can help you navigate the new tax landscape effectively.

Read this Insight...

Bartlett, Pringle & Wolf, LLP Named One of California’s Best Workplaces for 2025 by Best Companies Group

June 24, 2025

Curious how a local accounting firm beat out hundreds of competitors to earn top workplace honors? Read the story behind BPW’s big win.

Read this Insight...

Britton and Schmoller Recognized as Top Professional Service Leaders on Central Coast

October 30, 2024

Bartlett, Pringle & Wolf, LLP is pleased to announce that John Britton, CPA and Rosemary Schmoller,…

Read this Insight...

Eileen Sheridan Named a 2024 Managing Partner Elite by Accounting Today

September 9, 2024

SANTA BARBARA, CA – Accounting Today magazine recently named Eileen Sheridan, CPA a 2024 MP Elite,…

Read this Insight...

INSIDE Public Accounting Ranks BPW Among Top 300 Firms in US

August 15, 2024

SANTA BARBARA, CA â€“ INSIDE Public Accounting (IPA) recently ranked Bartlett, Pringle & Wolf, LLP No. 300…

Read this Insight...

IRS Releases Final Regulations on RMDs and the 10-Year Rule

July 29, 2024

The IRS released final regulations on required minimum distributions and the ten-year rule. This video provides an overview of the new regulations and how they may impact you or your heirs.

Read this Insight...

BPW Named a 2024 Top Regional Leader of the West by Accounting Today

March 21, 2024

SANTA BARBARA, CA – Bartlett, Pringle & Wolf, LLP (BPW) is proud to announce that the…

Read this Insight...

Bartlett, Pringle & Wolf, LLP Announces Newest Partner Gisela A. Rodriguez, CPA

March 7, 2024

SANTA BARBARA, CA – Bartlett, Pringle & Wolf, LLP is pleased to welcome its newest named…

Read this Insight...

Welcome to Tax Season 2024

January 29, 2024

As we turn the corner on another year, it’s time to shift gears into Tax Season…

Read this Insight...

CA, You’re Not Alone – Treasury Bans All SALT Deduction Workarounds

The Treasury Department and the IRS recently issued final regulations blocking all states from trying to ...
Read this insight

Corporations Receive Tax Clarity for Offshore Profits

The IRS released highly-anticipated clarity for multinational corporations on how U.S. tax will be calculated on ...
Read this insight

President Signs IRS Reform Bill

On July 1, President Trump signed into law the bipartisan IRS reform bill, the Taxpayer First ...
Read this insight

Not-for-Profits Now Benefit from GAAP Alternatives

The Financial Accounting Standards Board (FASB) recently announced that it will now extend two of its ...
Read this insight

Retirement Withdrawal Strategies

Are you retired or thinking about it? That probably means you are preparing to transition from ...
Read this insight

Cloud-Based Versus On-Premise Software

Last month we announced our newest partnership with Acumatica to offer cloud-based ERP software services. But ...
Read this insight

Lingering Uncertainties Post Tax Season

Now that April 15 has come and gone, have all of our tax reform questions been ...
Read this insight

Team Member Spotlight

Congratulations to BPW Partner Tracey Solomon and BPW Supervisor Tiffany Ann Goodall on their recent awards ...
Read this insight

BPW Named Best Place to Work

We are proud to have earned the recognition of Central Coast Best Places to Work by ...
Read this insight

IRS Audits Decline for Millionaires and Large Businesses

IRS audits of wealthy taxpayers and big business are on the downtick, reaching record lows in ...
Read this insight

DOL Revisits Overtime Rule in Proposal

On March 7, the Department of Labor (DOL) released a proposed rule that would raise the ...
Read this insight

IRS Released Safe Harbor Guidance for Vehicle Deductions

The IRS recently released a safe harbor method that harmonizes 100% bonus depreciation with the annual ...
Read this insight